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By Liz Davidson, Financial Finesse |
October 11, 2012
Advisors who are having the most success with wealth transfers are capitalizing on the direct channel they have to their Boomer clients’ children and grandchildren. Here’s how you can emulate that success.
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By Danielle Andrus, AdvisorOne |
April 13, 2012
Social media was once an “experimental communication tool used by a few forward‐thinking firms” in finance. Now it's a critical part of reaching clients.
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By Danielle Andrus, AdvisorOne |
August 16, 2011
Don’t disregard Facebook—a report from Spectrem says the number of millionaires who use the site has doubled since 2010 to 46%. Meanwhile, Chad Bockus' Socialware has secured $7 million via Morgan Stanley to enhance its platform.